Latest Institutional Transactions on American Express CO (AXP)
This table provides information on the latest institutional transactions involving American Express CO (AXP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-243- 16.6% |
$62.1K - $79.2K
|
1.22K
$370K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.6K+ 56.4% |
$664K - $848K
|
7.21K
$2.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
BUY
|
- |
622+ 1.78% |
$159K - $203K
|
35.5K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-22- 0.21% |
$5.62K - $7.17K
|
10.6K
$3.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-16- 2.86% |
$4.09K - $5.21K
|
544
$165K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
3+ 0.21% |
$766 - $978
|
1.42K
$430K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-550- 18.89% |
$140K - $179K
|
2.36K
$716K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
816New |
$208K - $266K
|
816
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-240- 19.05% |
$61.3K - $78.2K
|
1.02K
$309K
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-27- 0.56% |
$6.9K - $8.8K
|
4.76K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
4.86KNew |
$1.24M - $1.58M
|
4.86K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
805New |
$206K - $262K
|
805
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1New |
$255 - $326
|
1
$303
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-5- 0.41% |
$1.28K - $1.63K
|
1.22K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
10+ 0.37% |
$2.55K - $3.26K
|
2.73K
$829K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
236+ 21.28% |
$60.3K - $76.9K
|
1.35K
$408K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13+ 4.35% |
$3.32K - $4.24K
|
312
$94.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-96- 1.42% |
$24.5K - $31.3K
|
6.66K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-150- 8.58% |
$38.3K - $48.9K
|
1.6K
$485K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-17- 1.18% |
$4.34K - $5.54K
|
1.43K
$432K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.1% |
$511 - $652
|
2.05K
$621K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
178+ 3.46% |
$45.5K - $58K
|
5.32K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-7- 0.34% |
$1.79K - $2.28K
|
2.02K
$614K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
CALL |
1KNew |
$255K - $326K
|
1K
$303K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
22New |
$5.62K - $7.17K
|
22
$6.67K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.04KNew |
$266K - $339K
|
1.04K
$315K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
731+ 56.06% |
$187K - $238K
|
2.04K
$617K
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-405- 22.24% |
$103K - $132K
|
1.42K
$429K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-680- 6.03% |
$174K - $222K
|
10.6K
$3.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12+ 0.67% |
$3.06K - $3.91K
|
1.79K
$544K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
80+ 8.08% |
$20.4K - $26.1K
|
1.07K
$324K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.33K- 20.85% |
$594K - $758K
|
8.83K
$2.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
90+ 0.77% |
$23K - $29.3K
|
11.8K
$3.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-406- 1.38% |
$104K - $132K
|
28.9K
$8.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-943- 16.98% |
$241K - $307K
|
4.61K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-191- 10.75% |
$48.8K - $62.2K
|
1.59K
$481K
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
2.33K+ 221.43% |
$594K - $758K
|
3.38K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
820+ 100.0% |
$209K - $267K
|
1.64K
$497K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
63+ 0.72% |
$16.1K - $20.5K
|
8.78K
$2.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-200- 10.84% |
$51.1K - $65.2K
|
1.65K
$499K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-41- 5.01% |
$10.5K - $13.4K
|
778
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-650- 39.04% |
$166K - $212K
|
1.02K
$308K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
290New |
$74.1K - $94.5K
|
290
$87.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-289- 0.54% |
$73.8K - $94.2K
|
53.7K
$16.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
8+ 100.0% |
$2.04K - $2.61K
|
16
$4.85K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
23+ 0.53% |
$5.87K - $7.5K
|
4.36K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
150New |
$38.3K - $48.9K
|
150
$45.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 8.85% |
$102K - $130K
|
4.12K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-4.02K- 1.81% |
$1.03M - $1.31M
|
219K
$66.3M
|